Turnover Trends and the Demographic Bubble Impact on ESOPs
Turnover Downgrade graphYou might have heard in recent times the label “Great Resignation”. Since the occurrence...
Balancing Repurchase Liability and Company Goals
When participants of ESOPs that hold closely held stock (e.g., stock that is not readily tradable on an established...
Redeeming vs. Recycling Stock
Whether you have a new or mature ESOP one thing is for sure, at some point you’ll have to process distributions....
Becoming a Plan Participant and Earning a Contribution
Did you know becoming a participant and earning a contribution are two separate events? An employee could become...
Disability in an ESOP
When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject...
The Beginner’s Guide to S Corporation Stock Basis Adjustments*
To know how to adjust S Corporation stock basis, we first need to answer the question: What is stock basis? Stock...
2020 Safe Harbor Electronic Disclosure Regulations
On May 27, 2020 the DOL published new safe harbor regulations for plan administrators to electronically deliver...
Blue Ridge Announce Investment by Existing Management and LLCP
CHARLOTTESVILLE, VA - March 26, 2020 - Marie Minton and Greg Washburn, the current owners of Blue Ridge ESOP Associates,...
My employee is getting divorced, now what?
As plan sponsor there may be a time when you are notified that an employee is getting divorced. This article will...